7 Essential Elements of Successful Case Studies

Case studies are essentially problem – solution narratives. However, to flesh out a case study and make sure it communicates the messages  you want to get across to  your target audience, your case study must include these 7 essential elements.

1.  The problem or challenge
Define the problem clearly. Detail the situation the company (or customer) was in. What does the customer have to overcome? What stood in the way?  Grappling with a problem adds conflict – an essential element to any good story. To heighten impact, conflict needs to be meaningful  so highlight the stakes involved. Why was it so necessary for  the company  to overcome this challenge?

2. The customer or company
Whether the case study centers on a person or a company, they become a character a protagonist in the story. Add details that develop the character. How long in business? Does the person have an intriguing background? What about setbacks, ups and downs?  When the reader becomes interested in a character (person or company) the chances for a successful case study are much higher.

3. Process
What did the customer go through to find a solution? Highlighting the solutions that did not work is a way to contrast your  product or service with the competition.
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Which is a better format for Case Studies: Traditional or Feature Story Format?

Most case studies follow one of two main formats. Either a traditional or a feature story format. Each has its advantages.  It’s important for the company to either pick one case study  format and have the writer follow it or have the writer choose one that seems appropriate for the company’s purposes.

Traditional format
The traditional format follows a basic progression and generally uses a set pattern of subheads: Company/customer profile; background; challenge; solution; results.  There can be variations on the exact wording of the subheads and sometimes “challenge” comes first, but it is essentially a set formula.

The main advantage of this format  is that [Read more...]

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